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紫气东来叶

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- 紫气东来叶紫气东来叶
  ·05-15 22:39
  $微软(MSFT)$ 你方唱罢，我登场，千股落，一股起飞🛫
  51 评论
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- 紫气东来叶紫气东来叶
  ·05-15 22:38
  $微软(MSFT)$ 万股落，一股起飞
  85 评论
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- 紫气东来叶紫气东来叶
  ·05-12
  $微软(MSFT)$ 烂泥扶不上墙的货，很快破产了
  416 评论
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- 紫气东来叶紫气东来叶
  ·05-12
  烂泥扶不上墙
  微软股价下滑投资者担忧AI可能颠覆Office和Azure业务
  对AI颠覆的担忧如今甚至波及到了大型科技巨头。　　微软股价周一早盘下滑1.4%，此前有报道称，大型对冲基金TCI已大幅减持这家科技巨头的股份，理由是担心人工智能可能会重塑微软的部分核心业务。该基金还据报道指出了微软云业务Azure的潜在风险，尽管该业务目前在企业AI基础设施领域表现强劲。
  微软股价下滑投资者担忧AI可能颠覆Office和Azure业务
  37 评论
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- 紫气东来叶紫气东来叶
  ·05-11
  $微软(MSFT)$ 涨起来慢吞吞，跌起来比谁都快， **💩
  485 1
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- 紫气东来叶紫气东来叶
  ·05-01
  $2倍做多MSFT ETF-Direxion(MSFU)$ 买点2倍做多，静待修复上升
  585 评论
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- 紫气东来叶紫气东来叶
  ·04-30
  $微软(MSFT)$ 今早拉高出货，后悔没有减仓，太软啦
  808 2
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- 紫气东来叶紫气东来叶
  ·04-30
  $微软(MSFT)$ 每次财报大跌，难道真是软泥扶不起墙吗？信仰开始动摇了
  506 评论
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- 紫气东来叶紫气东来叶
  ·04-30
  这么这么差劲，每次财报都大跌
  200 评论
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- 紫气东来叶紫气东来叶
  ·04-30
  $微软(MSFT)$ 财报超预期，比谷歌、亚马逊差太远了！
  519 评论
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22:51","market":"fut","language":"zh","title":"微软股价下滑 投资者担忧AI可能颠覆Office和Azure业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2634385242","media":"环球市场播报","summary":"对AI颠覆的担忧如今甚至波及到了大型科技巨头。　　微软股价周一早盘下滑1.4%，此前有报道称，大型对冲基金TCI已大幅减持这家科技巨头的股份，理由是担心人工智能可能会重塑微软的部分核心业务。该基金还据报道指出了微软云业务Azure的潜在风险，尽管该业务目前在企业AI基础设施领域表现强劲。","content":"<html><body><div>\n<p>　　对AI颠覆的担忧如今甚至波及到了大型科技巨头。</p>\n<p>　　<span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span><span></span>股价周一早盘下滑1.4%，此前有报道称，大型对冲基金TCI已大幅减持这家科技巨头的股份，理由是担心人工智能可能会重塑微软的部分核心业务。</p>\n<p>　　据报道，由亿万富翁投资者克里斯托弗·霍恩爵士领导的对冲基金TCI在过去几个月里抛售了其在微软持有的近全部约80亿美元的股份。据报道，2025年底微软约占该基金投资组合的10%，但到3月底这一比例已降至不足1%。</p>\n<p>　　这一操作引人注目之处在于其背后的理由。据报道，TCI认为AI的快速进步可能会对微软在生产力软件领域的主导地位造成长期压力，尤其是Office业务，因为新的AI驱动工作流程和竞争平台正开始改变人们的工作方式。该基金还据报道指出了微软云业务Azure的潜在风险，尽管该业务目前在企业AI基础设施领域表现强劲。</p>\n<p>　　与此同时，TCI似乎正更积极地将资金转向Alphabet。据报道，该基金将其在<span><a href=\"https://laohu8.com/S/GOOG\">谷歌</a></span><span></span>的持股比例增至投资组合的5%，使其成为最大的科技股持仓。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>微软股价下滑 投资者担忧AI可能颠覆Office和Azure业务</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软股价下滑 投资者担忧AI可能颠覆Office和Azure业务\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-11 22:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-05-11/doc-inhxpxwx1728495.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对AI颠覆的担忧如今甚至波及到了大型科技巨头。\n　　微软股价周一早盘下滑1.4%，此前有报道称，大型对冲基金TCI已大幅减持这家科技巨头的股份，理由是担心人工智能可能会重塑微软的部分核心业务。\n　　据报道，由亿万富翁投资者克里斯托弗·霍恩爵士领导的对冲基金TCI在过去几个月里抛售了其在微软持有的近全部约80亿美元的股份。据报道，2025年底微软约占该基金投资组合的10%，但到3月底这一比例已降至...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-11/doc-inhxpxwx1728495.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) 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SF065","news_type":1,"symbols_score_info":{"GOOG":0.6,"META":0.6,"AMZN":0.6,"MSFX":0.6,"NVDA":0.6,"TSLA":0.6,"MSFW":0.6,"MSFY":0.6,"MSFU":0.6,"MSFD":0.6,"AAPL":0.6,"MSFO":0.6,"MSFL":0.6,"MSFT":1.96}},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563115346514072,"gmtCreate":1778507982158,"gmtModify":1778508907697,"author":{"id":"4197971637444492","authorId":"4197971637444492","name":"紫气东来叶","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4197971637444492","idStr":"4197971637444492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 涨起来慢吞吞， 跌起来比谁都快， **💩","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 涨起来慢吞吞， 跌起来比谁都快， **💩","text":"$微软(MSFT)$ 涨起来慢吞吞， 跌起来比谁都快， **💩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563115346514072","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559580943599480,"gmtCreate":1777648217817,"gmtModify":1777648219907,"author":{"id":"4197971637444492","authorId":"4197971637444492","name":"紫气东来叶","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4197971637444492","idStr":"4197971637444492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFU\">$2倍做多MSFT ETF-Direxion(MSFU)$ </a>&nbsp; 买点2倍做多， 静待修复上升","listText":"<a href=\"https://laohu8.com/S/MSFU\">$2倍做多MSFT ETF-Direxion(MSFU)$ </a>&nbsp; 买点2倍做多， 静待修复上升","text":"$2倍做多MSFT ETF-Direxion(MSFU)$ 买点2倍做多， 静待修复上升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559580943599480","isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559204668162136,"gmtCreate":1777556365449,"gmtModify":1777556709518,"author":{"id":"4197971637444492","authorId":"4197971637444492","name":"紫气东来叶","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4197971637444492","idStr":"4197971637444492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 今早拉高出货， 后悔没有减仓， 太软啦","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 今早拉高出货， 后悔没有减仓， 太软啦","text":"$微软(MSFT)$ 今早拉高出货， 后悔没有减仓， 太软啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/559204668162136","isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4183636017701592","authorId":"4183636017701592","name":"风险管控刻进基因里","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4183636017701592","idStr":"4183636017701592"},"content":"完了又要跌一个月[捂脸]","text":"完了又要跌一个月[捂脸]","html":"完了又要跌一个月[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559203323151808,"gmtCreate":1777555960284,"gmtModify":1777556709252,"author":{"id":"4197971637444492","authorId":"4197971637444492","name":"紫气东来叶","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4197971637444492","idStr":"4197971637444492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>&nbsp; 每次财报大跌， 难道真是软泥扶不起墙吗？ 信仰开始动摇了","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>&nbsp; 每次财报大跌， 难道真是软泥扶不起墙吗？ 信仰开始动摇了","text":"$微软(MSFT)$ 每次财报大跌， 难道真是软泥扶不起墙吗？ 信仰开始动摇了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559203323151808","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559202839262824,"gmtCreate":1777555854768,"gmtModify":1777555857642,"author":{"id":"4197971637444492","authorId":"4197971637444492","name":"紫气东来叶","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4197971637444492","idStr":"4197971637444492"},"themes":[],"title":"","htmlText":"这么这么差劲，每次财报都大跌","listText":"这么这么差劲，每次财报都大跌","text":"这么这么差劲，每次财报都大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559202839262824","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558986357430160,"gmtCreate":1777503055291,"gmtModify":1777503057588,"author":{"id":"4197971637444492","authorId":"4197971637444492","name":"紫气东来叶","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4197971637444492","idStr":"4197971637444492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>&nbsp; 财报超预期， 比谷歌、亚马逊差太远了！","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>&nbsp; 财报超预期， 比谷歌、亚马逊差太远了！","text":"$微软(MSFT)$ 财报超预期， 比谷歌、亚马逊差太远了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558986357430160","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}